Q2 2024 Holdings
Filed 2024-08-14 | 12 holdings | $209.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Nvidia Corporation(NVDA) | COM | 67066G104 | $58.7M | 475,000 | 28.0% |
| Dell Technologies Inc(DELL) | CL C | 24703L202 | $46.9M | 340,000 | 22.4% |
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $24.3M | 182,460 | 11.6% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $22.5M | 14,000 | 10.7% |
| Star Bulk Carriers Corp.(SBLK) | SHS PAR | Y8162K204 | $13.2M | 540,000 | 6.3% |
| Vertiv Holdings Co(VRT) | COM CL A | 92537N108 | $12.6M | 145,000 | 6.0% |
| New Oriental ED & Technology(N1UA) | SPON ADR | 647581206 | $11.1M | 142,520 | 5.3% |
| Marvell Technology Inc(MRVL) | COM | 573874104 | $8.0M | 115,000 | 3.8% |
| NXP Semiconductors N V(NXPI) | COM | N6596X109 | $4.0M | 15,000 | 1.9% |
| Enphase Energy Inc(ENPH) | COM | 29355A107 | $3.7M | 37,000 | 1.8% |
| Stmicroelectronics N V(STM) | NY REGISTRY | 861012102 | $2.7M | 70,000 | 1.3% |
| ON Semiconductor Corp(ON) | COM | 682189105 | $1.7M | 25,000 | 0.8% |